The Milk Road Show Crypto Pulse Check: Robinhood L2, IPO Mania, HYPE vs SOL & ETH, & Permissionless Recap w/ Blockworks Co-Founder Yano
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Jun 30, 2025 Join Jason Yanowitz, co-founder of Blockworks, for an insightful dive into today's bustling crypto landscape. He discusses Robinhood's ambitious Layer 2 launch and the surge of IPOs reshaping market dynamics. Hear about the shifts causing HYPE to outpace big players like SOL and ETH. Yano also shares his experience from the recent Permissionless conference, highlighting its high-caliber discussions and the evolving narrative in crypto investment strategies. It's a must-listen for anyone interested in the future of digital assets!
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Permissionless 4: Guarded Optimism
- Permissionless 4 had a talent-dense crowd but lacked clear narratives.
- The sentiment was guarded optimism, expecting good times but uncertain on specifics.
Capital Markets Lead Hot Money
- The hot ball of money is chasing capital markets and public company IPOs.
- Investors rush anything bid-worthy, while altcoins struggle compared to Bitcoin treasury plays.
Public Vehicle Strategy for Altcoins
- Institutional investors use public market vehicles to buy top 50 altcoins discreetly.
- This strategy should drive altcoin prices higher soon, unlocking new liquidity.